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Portfolio (Quarterly) Guide ↗

GREAT LAKES ADVISORS, LLC

· CIK 0001078013
13F Portfolio $12.1B AUM 1,698 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 284 Added 331 Reduced 86 Exited
Page 31 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NBIX Neurocrine Biosciences Inc Healthcare 3,693.0 $487K 0.00% -59.0 -1.6% $131.74 +20.2%
602 TSM Taiwan Semiconductor Mfg Ltd S Technology 1,438.0 $486K 0.00% +50.0 +3.6% $337.96 +36.7%
603 GNW Genworth Financial Inc Cl A Financial Services 59,661.0 $484K 0.00% +2K +4.2% $8.12 +10.2%
604 DTM DT Midstream Inc Energy 3,578.0 $482K 0.00% -173.0 -4.6% $134.67 +6.4%
605 VTI Vanguard Total Stock Mkt 1,494.0 $479K 0.00% +61.0 +4.3% $320.81 +15.3%
606 JLL Jones Lang LaSalle Inc Real Estate 1,574.0 $479K 0.00% -23.0 -1.4% $304.32 -2.3%
607 New Economy Fund Cl F2 6,864.0 $474K 0.00% $69.06
608 SWK Stanley Black Decker Inc Industrials 6,599.0 $469K 0.00% NEW $71.06 +22.1%
609 SNPS Synopsys Inc Technology 1,178.0 $467K 0.00% -295.0 -20.0% $396.48 +14.9%
610 CNC Centene Corp Healthcare 14,250.0 $467K 0.00% +261.0 +1.9% $32.74 +86.4%
611 LKFN Lakeland Financial Corp Financial Services 8,073.0 $463K 0.00% NEW $57.38 +4.3%
612 MYE Myers Industries Inc Consumer Cyclical 21,832.0 $462K 0.00% $21.18 +29.4%
613 PCTY Paylocity Holding Corp Technology 4,230.0 $457K 0.00% $108.04 -6.5%
614 MNST Monster Beverage Corp Consumer Defensive 6,296.0 $456K 0.00% +277.0 +4.6% $72.46 +26.1%
615 Holcim Ltd Sp ADS 27,604.0 $456K 0.00% -716K -96.3% $16.51
616 PEN Penumbra Inc Healthcare 1,382.0 $454K 0.00% +10.0 +0.7% $328.37 -3.4%
617 JHG Janus Henderson Group PLC Financial Services 8,681.0 $446K 0.00% -41K -82.6% $51.37 +1.0%
618 CFG Citizens Financial Group Inc Financial Services 7,420.0 $445K 0.00% +74.0 +1.0% $59.97 +11.9%
619 Astrana Health Inc Com New 17,932.0 $440K 0.00% $24.52
620 TKR Timken Co Industrials 4,331.0 $436K 0.00% $100.57 +41.6%
Page 31 of 40  ·  792 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.9%
Industrials 14.4%
Technology 12.9%
Healthcare 11.8%
Communication Services 9.4%
Consumer Cyclical 8.9%
Energy 7.3%
Basic Materials 5.1%
Consumer Defensive 4.3%
Utilities 3.5%